2026-04-07T14:32:09-05:00 2025-06-30 135565207 KPMG LLP 1300 SOUTH WEST FIFTH AVENUE SUITE 3800 PORTLAND OR 97201 990 2024-07-01 910450697 UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION UNIV 2066859093 4333 BROOKLYN AVE NE BOX 359508 SEATTLE WA 981959508 PAUL RUCKER EXECUTIVE DIRECTOR 2066859093 2026-04-06 1 0 JAMES LANCASTER P00742579 5032216500 2026-04-07 2024 2025-03-06 01:10:19Z PAUL RUCKER 4333 BROOKLYN AVE NE SEATTLE WA 98195 7095452 0 4130 X WWW.WASHINGTON.EDU/ALUMNI/ X 1937 WA SEE ATTACHMENTTHE UNIV. OF WASHINGTON ALUMNI ASSOC. SUPPORTS & PROMOTES THE INTERESTS OF THE UNIVERSITY AND HIGHER ED BY OFFERING OPPORTUNITIES FOR MEMBERS TO CONNECT WITH THEIR ALMA MATER. 25 25 2 63 944216 0 1892379 1278386 338733 199638 728874 2227814 1385900 1625142 4345886 5330980 0 0 0 0 504236 464267 0 0 0 2931138 3135594 3435374 3599861 910512 1731119 26039449 27742357 264863 483061 25774586 27259296 X THE UNIV. OF WASHINGTON ALUMNI ASSOC. SUPPORTS & PROMOTES THE INTERESTS OF THE UNIVERSITY AND HIGHER ED BY OFFERING OPPORTUNITIES FOR MEMBERS TO CONNECT WITH THEIR ALMA MATER. 0 0 2615684 199638 THE ALUMNI ASSOCIATION OFFERED OPPORTUNITIES FOR MEMBERS AND POTENTIAL MEMBERS TO CONNECT WITH THE UNIVERSITY OF WASHINGTON THROUGH EVENTS, ACTIVITIES, LEARNING OPPORTUNITIES AND ALUMNI NETWORKS. APPROXIMATELY 13,947 PEOPLE ATTENDED 115 EVENTS DURING FY24-25. THESE EVENT REGISTRATIONS HELPED SUPPORT STUDENT SCHOLARSHIP EFFORTS. 2615684 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 66 0 1 2 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 1 1 WA X MICHELLE BUCHOLTZ 2066859093 4333 BROOKLYN AVE NE BOX 359508 SEATTLE WA 981959508 X MARK OSTERSMITH PRESIDENT 10.00 0.00 X X 0 0 0 JOE M DAVIS II PAST PRESIDENT 4.00 0.00 X X 0 0 0 KRIS LAMBRIGHT PAST PRESIDENT (THRU 07/24) 4.00 0.00 X X 0 0 0 SABRINA TAYLOR PRESIDENT-ELECT 4.00 0.00 X X 0 0 0 SKYLER BROWN VICE PRESIDENT 4.00 0.00 X X 0 0 0 AGGIE CLARK TREASURER (START 08/24) 4.00 0.00 X X 0 0 0 DANIELLE DUCRE SECRETARY 4.00 0.00 X X 0 0 0 MINA SYLVIA SECRETARY (THRU 07/24) 4.00 0.00 X X 0 0 0 MATT ECHOHAWK-HAYASHI ASSISTANT SECRETARY/LAC CHAIR 4.00 0.00 X X 0 0 0 ERIN MCCALLUM ASSISTANT SEC/LAC CH (THRU 07/24) 4.00 0.00 X X 0 0 0 JOHN AMAYA TRUSTEE 2.00 0.00 X 0 0 0 KIRSTI ROCHON TRUSTEE (START 08/24) 2.00 0.00 X 0 0 0 ISABEAU ROSEN TRUSTEE (START 08/24) 2.00 0.00 X 0 0 0 JANET PHAN TRUSTEE 2.00 0.00 X 0 0 0 ROMAN TRUJILLO TRUSTEE 2.00 0.00 X 0 0 0 PATRICK JENNY TRUSTEE 2.00 0.00 X 0 0 0 HEATHER RATCLIFFE TRUSTEE 2.00 0.00 X 0 0 0 CAELEN BALL TRUSTEE 2.00 0.00 X 0 0 0 CRISTIAN WULF TRUSTEE 2.00 0.00 X 0 0 0 GIULIANA CONTI TRUSTEE 2.00 0.00 X 0 0 0 DANIELA BAAH TRUSTEE (START 08/24) 2.00 0.00 X 0 0 0 DANIEL JAHN TRUSTEE (START 08/24) 2.00 0.00 X 0 0 0 HAL FERRIS TRUSTEE (START 08/24) 2.00 0.00 X 0 0 0 DEBORAH FOURNIER TRUSTEE (THRU 07/24) 2.00 0.00 X 0 0 0 SOLYNN MCCURDY TRUSTEE (THRU 07/24) 2.00 0.00 X 0 0 0 COURTNEY ACOFF TRUSTEE (THRU 07/24) 2.00 0.00 X 0 0 0 JIM HINZ TRUSTEE (START 08/24) 2.00 0.00 X 0 0 0 KYLE STANTON SMITH TRUSTEE 2.00 0.00 X 0 0 0 EUGENE SABURI TRUSTEE 2.00 0.00 X 0 0 0 ELEANOR FALLA TRUSTEE (START 08/24) 2.00 0.00 X 0 0 0 ALISHIA AGEE-COOPER TRUSTEE 2.00 0.00 X 0 0 0 JACQUE JULIEN TRUSTEE (THRU 07/24) 2.00 0.00 X 0 0 0 PAUL RUCKER EXECUTIVE DIRECTOR, EX OFFICIO 4.00 0.00 X 0 0 0 COURTNEY ACITELLI SENIOR DIRECTOR 40.00 0.00 X 158680 0 20277 158680 0 20277 1 0 1 0 0 1029430 248956 1278386 ALUMNI RELATIONS 900099 199638 199638 199638 742286 742286 680926 680926 3250000 1764472 1485528 1485528 1485528 TRAVEL REVENUE 561520 560577 560577 ADVERTISING REVENUE 541800 383639 383639 944216 5330980 199638 944216 2908740 X 359254 359254 105013 105013 6376 3476 2900 51607 11173 40434 57840 57840 725934 536641 189293 828471 526077 302394 10661 10661 80219 62749 17470 118874 79451 39423 30502 2901 27601 91849 91849 19707 18449 1258 DONOR STEWARDSHIP 215154 39259 175895 EQUIPMENT EXPENSES 2649 2649 PROFESSIONAL DEV 950 950 894801 800091 94710 3599861 2615684 984177 0 250 2018861 6239361 205297 341789 62436 62063 1727959 1387474 432335 340485 21910250 19933966 1410020 824693 26039449 27742357 229483 449674 35380 33387 264863 483061 X 25774586 27259296 25774586 27259296 26039449 27742357 X 1731119 56629 -303038 X 0 1 X 1 0 X 1346722 1502551 1471615 1892379 1278386 7491653 4317395 4104897 5158941 6067500 6530445 26179178 5664117 5607448 6630556 7959879 7808831 33670831 33670831 1187077 1252056 976289 1303516 1423212 6142150 39812981 883754 0.84570 0.83720 X 57840 0 57840 3542021 3599861 329993 82498 0 0 0 297409 303959 321769 329993 1253130 1879695 15540 67351 22365 57840 163096 74352 75990 80442 82498 313282 469923 15540 67351 21852 57840 162583 1718611 1378126 340485 9348 9348 0 340485 POOLED INVESTMENTS IN CEF 19933966 F 19933966 X 11615017 56629 6530446 -303038 6284037 5330980 0 5330980 10130307 6530446 6530446 3599861 0 3599861 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON EQUITY INVESTMENT -303,038. FIN 48 FOOTNOTE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF ANY UNCERTAIN TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT BELIEVES THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE ASSOCIATION FOR THE YEAR ENDED JUNE 30, 2025. 0 0 0 0 0 0 0 0 0 COURTNEY ACITELLI SENIOR DIRECTOR 140557 0 0 0 18123 0 20277 0 0 0 178957 0 0 0 FORM 990, PART I, LINE 6 25 VOLUNTEERS SERVE AS MEMBERS OF THE BOARD. THE OTHER VOLUNTEERS HELP OUT WITH GEOGRAPHIC PROGRAMS, THE MAP COMMITTEE (WHICH HANDLES SCHOLARSHIPS AND PLANS EVENTS), AND VARIOUS OTHER UWAA-RELATED EVENTS SUCH AS LECTURES. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEW OF THE FORM 990. THE UNIVERSITY ADVANCEMENT (UA) SR. FINANCE DIRECTOR WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM TO REVIEW THE DRAFT AND FINAL RETURN. THE TREASURER REVIEWS THE FINAL RETURN PRIOR TO SENDING TO THE FULL BOARD. ON BEHALF OF THE TREASURER, THE BOARD ADMINISTRATOR PROVIDES THE FINAL RETURN TO THE FULL BOARD ELECTRONICALLY BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF WRITTEN CONFLICT OF INTEREST POLICY THE EXECUTIVE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E. BOARD MEMBERS, OFFICERS, AND TRUSTEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT THEY: (1) HAVE RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAVE READ THE POLICY AND UNDERSTAND SAID POLICY; AND (3) AGREE TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BOARD ADMINISTRATOR AND ANY POTENTIAL CONFLICTS ARE PRESENTED TO THE EXECUTIVE COMMITTEE. THE PROCEDURE FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (3) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED; AND (4) COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE UWAA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 448,143. MANAGEMENT AND GENERAL EXPENSES 188,345. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 636,488. ADVERTISING: PROGRAM SERVICE EXPENSES 88,202. MANAGEMENT AND GENERAL EXPENSES 948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,150. MARKETING: PROGRAM SERVICE EXPENSES 296. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 296. FORM 990, PART XI, LINE 9: LOSS FROM EQUITY INVESTMENT -303,038. PROJECT 4311 LLC 4333 BROOKLYN AVE NE BOX 359508 SEATTLE WA 98195 934880708 PROPERTY DEVELOPMENT WA UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION RELATED -183643 192452 0 0 0.60320 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PROJECT 4311 LLC S 245456 FMV